Create Multiuse Campaign Code

Created by Kevin Schmidt - HCPro, Modified on Thu, 9 Oct at 3:14 AM by Kevin Schmidt - HCPro

The following solution is a step-by-step to creating one campaign code to be used by multiple persons across one or many products. 


1. Open the Campaign Management application in Aptify →  double-click Campaigns and clone an existing Corporate Bundle campaign



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2. Populate the fields in the New Campaigns Record

  1. Name = Code Name (i.e., STUDENT25, ICD10SALE, PREMIER30) 
  2. Leave Web Name blank
  3. Add Description – details of the new campaign (example – 50 student membership codes for Product Code XYZ)
  4. Add appropriate Start and End Dates (windows codes are available for use)
  5. Type =
    1. Promotion (All Product)
    2. Promotion (Book)
    3. Promotion (Certification)
    4. Promotion (Meeting Registration)
    5. Promotion (OnLine)
    6. Promotion (Webinars)
    7. Membership
    8. Post Online Course (Promotion)
    9. Seasonal Discount and more.
  6. Status – In-Progress (type text and hit the tab key)
  7. Coordinator – Staff member creating the record
  8. Set Maximum Uses limit (enter 0 for no limit)
  9. Mark as Web Enabled
  10. Mark as Redeem by Campaign Name



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3. Add product(s) that should receive the discount to the newly created campaign.

  1. Navigate to the Discounts tab of the campaign record then Products tab and select the New icon



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*Please note this will only work with products that are available in the web store.

 

  1. Fill in Product name – matching the product name already in Aptify (enter product ID or use the search function if needed)
  2. Choose type of discount (i.e., amount, discount %)
  3. Enter Discount % or Amount  
  4. Add All Types to the Member Type field and select the Include Sub-Member Types checkbox (or set specific member type, if restricted)
  5. Once done, click Ok and New to add more products to the campaign record - OR - click OK to finish


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4. Save record at the top left of the New Campaigns Record.


5. Test campaign on one of the products added to validate discount.

 

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